Traci Alloway

And if you enjoy OddLots, if you want us to do more on the ground investigative reporting and analysis, then please leave us a positive review on your favorite podcast platform.

And remember, if you are a Bloomberg subscriber, you can listen to all of our episodes absolutely ad free.

All you need to do is find the Bloomberg channel on Apple Podcasts and follow the instructions there.

Thanks for listening.

Speaking to people from Nigel Farage to tech journalist Cara Swisher.

And the tech industry is running wild.

You know, they've gotten what they wanted and they've seen a huge run up in their stock prices.

Hello and welcome to another episode of the All Thoughts Podcast.

I'm Traci Alloway.

Joe, I think it's fair to say that if we didn't have the situation with Iran, we would be talking a lot more about private credit.

Right.

So I love that you said something between a hiccup and a blow up, because this is the difficulty I have in talking about the private credit space at the moment, which is you either find people who are often very close to the private credit industry or in it.

who will argue that this is just, you know, a tiny bump in the road.

This is maybe a few cockroaches, like nothing to worry about, although a single cockroach would worry me in my own household.

But anyway, or you get doomsayers who are like, this is financial crisis 2.0, right?

And it's very difficult to find nuanced commentary in between.

That's right.

OK, so we're trying to rise to the occasion with some nuanced commentary on private credit.

And trust me, I have watched and seen and read a lot of things on this topic.

And one thing that stood out in particular to me was a particular seminar or lecture that came out from a firm called Osterweiss recently.